-43.0%
AG vs WEC
+7.7%
-50.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.4% | -2.0% |
| 7D | -10.0% | +2.3% | -12.3% | -9.0% |
| 30D | -10.5% | +11.1% | -21.6% | -4.9% |
| 3M | -27.3% | +8.4% | -35.7% | -24.9% |
| 6M | -43.0% | +7.5% | -50.5% | -39.2% |
| All | -43.0% | +7.7% | -50.7% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling